+310.8%
AMKR vs BWA
+1,224.5%
-913.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.9% | +8.1% | +7.4% |
| 7D | +11.1% | +4.3% | +6.8% | +8.2% |
| 30D | -8.1% | -2.9% | -5.2% | -6.3% |
| 3M | -25.6% | -12.4% | -13.2% | -18.8% |
| 6M | +22.5% | +28.6% | -6.1% | +6.1% |
| YTD | +29.1% | +48.2% | -19.1% | +1.1% |
| 1Y | +105.7% | +50.9% | +54.8% | +59.1% |
| 3Y | +133.2% | +72.2% | +61.1% | +62.6% |
| 5Y | +98.5% | +91.1% | +7.5% | +28.1% |
| 10Y | +490.6% | +144.0% | +346.6% | +209.8% |
| All | +310.8% | +1,224.5% | -913.7% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BWA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling